Close
EMS Partner Solution Header
Partner Execution Instrument

Doculabs Customer Service App

All financial companies struggle to balance speed with compliance and cost for customer change of account requests

Customer satisfaction increases the faster you can process these requests. Speed (especially time to first touch) and communication are critical, especially for wealth retention.

Doculabs has combined its decades of financial industry knowledge with Celonis to drill down into specific life events to identify bottlenecks and key KPIs, such as time to first contactย orย NIGO and retention ratios.ย 

Our app will help you achieve three customer-centric goals:ย 

  • Reduce the time it takes to complete a change to an account

  • Streamline the re-registration process when additional information is required

  • Improve customer experience and asset retention

Features & Capabilities

View high level metrics and analysis regarding customer service activity

Overview Dashboard

Detailed analysis on duration of cases and time to first touch

First Touch and Duration

Detailed analysis regarding NIGO, cases broken down by account type, NIGO reason, and customer satisfaction

NIGO Analysis
Close
Overview Dashboard
Close
First Touch and Duration
Close
NIGO Analysis

Contact the Partner

Fill out the form and an Expert from the Partner will contact you to help you get started with this Execution App. Please note that your data will therefore be forwarded to the Partner mentioned on this website.

Your request has been forwarded to our partner

New form submission
Please fill in all the fields

Subscribe to our newsletter

Insights to inbox - Monthly newsletter

Thank you for your subscription

New Subscription
Please enter an email

By submitting this form, you confirm that you agree to the storing and processing of your personal data by Celonis as described in our Privacy Policy

Missed World Tour 2021?

Watch all sessions for free on demand and catch up on the latest product announcements, customer stories, and more!

Dear visitor, you're using an outdated browser. Parts of this website will not work correctly. For a better experience, update or change your browser.